-20.4%
SNDX vs VT
+254.8%
-275.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -2.9% |
| 7D | -27.1% | +0.4% | -27.5% | -27.8% |
| 30D | -43.8% | -2.6% | -41.2% | -42.3% |
| 3M | -53.2% | -3.2% | -50.0% | -51.6% |
| 6M | -55.6% | +0.9% | -56.5% | -56.4% |
| YTD | -54.5% | +11.3% | -65.9% | -60.5% |
| 1Y | -36.5% | +14.0% | -50.5% | -46.2% |
| 3Y | -29.2% | +75.8% | -105.0% | -63.5% |
| 5Y | -46.9% | +57.8% | -104.7% | -68.7% |
| 10Y | -7.7% | +219.8% | -227.5% | -74.1% |
| All | -20.4% | +254.8% | -275.2% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling